Burford Brothers, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Burford Brothers, Inc. reported 157 stock positions worth $191.8 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Cap Group Core Equity (CGUS, 5.6%) and Berkshire Hathaway Class B (BRK.B, 4.5%). Compared with Q2 2024, it opened 14 new positions, sold out of 8, added to 53 and reduced 48. The biggest buy was Cap Group Core Equity (CGUS, shares +24%) and the biggest sale Energy Transfer (ET, shares −64%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0002001434
Portfolio Value
$191.8M (Q3 2024)
SEC Filing
0002035324-24-000006 ↗ filed Oct 23, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $152.4M Q1 2024 Q2 2024: $172.0M Q2 2024 Q3 2024: $191.8M $191.8M Q3 2024 Q4 2024: $203.7M Q4 2024 Q1 2025: $206.0M Q1 2025 Q2 2025: $217.9M Q2 2025 Q3 2025: $233.9M Q3 2025 Q4 2025: $242.2M Q4 2025 Q1 2026: $243.9M Q1 2026 Q2 2026: $272.5M Q2 2026

Holdings 157 stocks · $191.8M
AAPL Apple Inc. 8.86% 72,936 $17.0M Add +0.4%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 5.60% 313,474 $10.7M Add +24.4%
BRK.B Berkshire Hathaway Inc. Class B 4.54% 18,918 $8.7M Add +13.8%
MSFT Microsoft Corp. 4.44% 19,793 $8.5M Reduce -0.2%
VNLA Janus Henderson Short Durati 4.07% 159,313 $7.8M Add +33.3%
TSLA Tesla Inc. 3.11% 22,769 $6.0M Add +2.4%
CGGR Cap Group Growth Equity 3.06% 168,972 $5.9M Add +6.2%
XOM Exxon Mobil Corp. 2.47% 40,494 $4.7M Add +1.8%
FSLR First Solar Inc. 2.44% 18,753 $4.7M Add +1.9%
AMZN Amazon.com Inc. 2.20% 22,606 $4.2M Add +0.2%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.06% 130,838 $3.9M Add +50.1%
META Meta Platforms Inc. Class A 1.58% 5,298 $3.0M Reduce -11.7%
TEVA Teva Pharmaceutical-SP ADR 1.44% 153,262 $2.8M Add +3.8%
JNJ Johnson & Johnson 1.40% 16,569 $2.7M Add +6.3%
JPM JPMorgan Chase & Co. 1.39% 12,678 $2.7M Add +0.3%
VST Vistra Corp. 1.37% 22,127 $2.6M Add +5.5%
GOOG Alphabet Inc. Class C 1.14% 13,087 $2.2M Add +0.4%
PG The Procter & Gamble Co. 1.12% 12,369 $2.1M Add +0.2%
GE General Electric filed as GE AEROSPACE 1.09% 11,038 $2.1M Add +1.6%
ABBV Abbvie Inc. 1.07% 10,442 $2.1M Add +0.1%
WMT Walmart Inc. 1.02% 24,300 $2.0M Add +3.5%
VZ Verizon Communications Inc. 0.98% 41,700 $1.9M Add +14.1%
KO The Coca-Cola Co. 0.92% 24,439 $1.8M Reduce -0.1%
UNH Unitedhealth Group Inc. 0.88% 2,895 $1.7M Add +6.0%
LMT Lockheed Martin Corp. 0.88% 2,873 $1.7M Add +6.7%
TXN Texas Instruments Inc. 0.86% 7,970 $1.6M Reduce -26.4%
ABT Abbott Laboratories 0.79% 13,360 $1.5M Add +3.1%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.79% 56,243 $1.5M Reduce -0.2%
CAT Caterpillar Inc. 0.75% 3,695 $1.4M Add +10.7%
SHV iShares 0-1 Year Treasury Bo 0.74% 12,869 $1.4M New
MO Altria Group Inc. 0.70% 26,346 $1.3M Add +2.3%
CVX Chevron Corp. 0.68% 8,803 $1.3M Reduce -37.5%
MTDR Matador Resources Co. 0.66% 25,626 $1.3M Reduce -4.7%
COIN Coinbase Global Inc. Class A 0.66% 7,081 $1.3M Add +7.9%
NVO Novo-Nordisk A/S-Spons ADR 0.63% 10,101 $1.2M Reduce -2.0%
AFL Aflac Inc. 0.61% 10,455 $1.2M Reduce -6.6%
NVDA Nvidia Corp. 0.60% 9,425 $1.1M Add +0.1%
RIO Rio Tinto PLC-Spon ADR 0.57% 15,472 $1.1M New
HD Home Depot Inc. 0.56% 2,666 $1.1M Add +0.2%
NXRT Nexpoint Residential 0.56% 24,257 $1.1M Reduce -0.1%
TGT Target Corp. 0.55% 6,790 $1.1M Reduce -0.7%
MCD McDonald's Corp. 0.54% 3,385 $1.0M Reduce -0.2%
AMGN Amgen Inc. 0.53% 3,164 $1.0M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.53% 4,612 $1.0M Add +10.5%
AXP American Express Co. 0.52% 3,676 $997K Add +12.0%
CGMS Cap Group US Multi-Sect Bond 0.51% 35,198 $980K Reduce -1.1%
CGSD Cap Group Short Duration 0.51% 37,531 $972K Reduce -2.2%
ASML ASML Holding NV-NY Reg SHS 0.49% 1,124 $937K Reduce -0.1%
PEG Public Service Enterprise GP 0.48% 10,363 $925K Add +3.0%
CRM Salesforce Inc. 0.47% 3,291 $901K Add +12.4%
XLP SS Consumer Staples Sel Sect 0.47% 10,813 $897K Reduce -10.8%
EOG EOG Resources Inc. 0.45% 7,073 $869K Add +0.2%
V Visa Inc. Class A 0.45% 3,159 $869K No change
EPD Enterprise Products Partners 0.45% 29,692 $864K Add +12.8%
SRE Sempra 0.43% 9,957 $833K Add +29.2%
LYB Lyondellbasell Indu Class A 0.42% 8,362 $802K Add +6.5%
GEV GE Vernova Inc. 0.41% 3,099 $790K Add +6.2%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.41% 25,242 $784K New
GSST Goldman Sachs Ultra Short Bo 0.40% 15,145 $767K Add +1.2%
BLK BlackRock Finance Inc. 0.40% 801 $761K No change
XLI SS Industrial Select Sector 0.40% 5,604 $759K Reduce -8.9%
XLE SS Energy Select Sector 0.39% 8,529 $749K Reduce -9.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.39% 9,261 $748K Add +0.6%
XLV SS Health Care Select Sector 0.38% 4,768 $734K Reduce -22.5%
NXDT Nexpoint Diversified Real Es 0.38% 116,070 $725K Add +16.1%
ET Energy Transfer LP 0.38% 44,921 $721K Reduce -64.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.37% 19,712 $718K Reduce -2.1%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.37% 21,412 $713K Add +16.0%
CB Chubb Ltd. 0.37% 2,431 $701K No change
PM Philip Morris International 0.36% 5,725 $695K Reduce -0.3%
RTX RTX Corp. 0.36% 5,695 $690K No change
JHG Janus Henderson Group PLC 0.35% 17,867 $680K New
RHI Robert Half Inc. 0.35% 10,079 $679K New
ADM Archer-Daniels-Midland Co. 0.35% 11,239 $671K New
PSA Public Storage 0.34% 1,790 $651K Reduce -3.6%
XLC SS Comm Select Sector SPDR 0.33% 7,080 $640K Reduce -15.3%
TSN Tyson Foods Inc. Class A 0.33% 10,668 $635K Add +18.4%
XLB SS Materials Select Sector 0.33% 6,577 $634K Reduce -6.7%
XLF SS Financial Select Sector 0.33% 13,900 $630K Reduce -16.4%
XLY SS Consumer Disc Select Sect 0.33% 3,138 $629K Reduce -10.4%
PEP Pepsico Inc. 0.33% 3,674 $625K Reduce -0.1%
XLK SS Technology Select Sector 0.32% 2,757 $622K Reduce -17.0%
SBR Sabine Royalty Trust 0.32% 10,000 $616K No change
IPG Interpublic Group of Cos Inc. 0.32% 19,410 $614K Reduce -12.7%
FANG Diamondback Energy Inc. 0.32% 3,506 $604K New
XLRE SS Real Estate Select Sector 0.31% 13,507 $603K Reduce -3.5%
BHP BHP Group Ltd.-Spon ADR 0.31% 9,585 $595K Add +19.5%
GOOGL Alphabet Inc. Class A 0.31% 3,560 $590K Add +1.7%
QCOM Qualcomm Inc. 0.30% 3,418 $581K Reduce -5.6%
LRCX Lam Research Corp. 0.30% 705 $575K New
TLT iShares 20+ Year Treasury BD 0.30% 5,793 $568K Reduce -4.9%
ASA ASA Gold and Precious Metals 0.29% 27,210 $565K No change
PSX Phillips 66 0.28% 4,120 $542K No change
F Ford Motor Co. filed as FORD MTR CO 0.28% 50,789 $536K Add +0.5%
BBY Best Buy Co. Inc. 0.27% 5,017 $518K New
COST Costco Wholesale Corp. 0.26% 558 $495K Reduce -0.2%
DKS Dick's Sporting Goods Inc. 0.26% 2,348 $490K Reduce -8.8%
GEHC GE Healthcare Technology 0.25% 5,157 $484K Add +8.2%
ADP Automatic Data Processing 0.25% 1,718 $475K Add +0.1%
COP Conocophillips 0.24% 4,457 $469K Add +0.1%
SBUX Starbucks Corp. 0.24% 4,720 $460K Reduce -53.6%
UNP Union Pacific Corp. 0.24% 1,832 $452K No change
BP BP PLC-Spons ADR 0.22% 13,507 $424K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 4,387 $422K Add +12.4%
ICE Intercontinental Exchange Inc. 0.21% 2,489 $400K No change
SPGI S&P Global Inc. 0.21% 772 $399K No change
GM General Motors Co. 0.21% 8,860 $397K No change
VGK Vanguard Ftse Europe ETF 0.21% 5,575 $396K Reduce -2.0%
MMU Western Asset Managed Munici 0.20% 36,100 $391K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 672 $386K No change
PHM Pultegroup Inc. 0.20% 2,681 $385K No change
RSG Republic Services Inc. 0.20% 1,884 $378K No change
IEMG iShares Core MSCI Emerging 0.19% 6,488 $372K Reduce -21.9%
BMY Bristol-Myers Squibb Co. 0.18% 6,798 $352K No change
FE Firstenergy Corp. 0.18% 7,788 $345K No change
PFE Pfizer Inc. 0.18% 11,822 $342K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.18% 4,719 $339K Add +0.9%
ANET Arista Networks Inc. 0.18% 881 $338K Add +10.1%
ISRG Intuitive Surgical Inc. 0.17% 676 $332K No change
ED Consolidated Edison Inc. 0.17% 3,157 $329K No change
BEP Brookfield Renewable Partner 0.17% 11,472 $323K No change
SMTH Alps SMTH Cor BD Plus ETF 0.16% 11,890 $314K Reduce -2.5%
EWJ iShares MSCI Japan ETF 0.16% 4,388 $314K Reduce -34.7%
XETYX Eaton Vance Tax-MGD Div Eqty 0.16% 21,400 $314K Reduce -5.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.16% 3,110 $310K No change
NKE Nike Inc. Class B 0.16% 3,418 $302K Add +0.1%
XMVTX BlackRock Munivest Fund II 0.16% 26,355 $300K No change
MDLZ Mondelez International Inc. Class A 0.15% 3,822 $282K No change
SHW The Sherwin-Williams Co. 0.14% 726 $277K No change
APD Air Products & Chemicals Inc. 0.14% 877 $261K Reduce -68.7%
HWM Howmet Aerospace Inc. 0.13% 2,533 $254K Reduce -4.0%
QQQ Invesco QQQ Trust Series 1 0.13% 519 $253K No change
IWM iShares Russell 2000 ETF 0.13% 1,134 $250K Reduce -19.2%
CGMU Cap Group Municipal Income 0.13% 8,850 $243K Reduce -31.2%
NTES Netease Inc.-ADR 0.13% 2,575 $241K No change
GLD SPDR Gold Shares 0.12% 974 $237K Reduce -62.5%
OIA Invesco Municipal Income Opp 0.12% 34,470 $236K No change
USCI United States Commodity Inde 0.12% 3,570 $223K Reduce -1.6%
MUA BlackRock Muniassets Fund 0.11% 17,500 $217K No change
PMO Franklin Muncipl Opps Tst-Ui 0.11% 19,900 $217K No change
XOP SS SPDR S&P Og Exp & Prod 0.11% 1,612 $212K No change
CSCO Cisco Systems Inc. 0.11% 3,958 $211K New
REGN Regeneron Pharmaceuticals 0.11% 200 $210K No change
HAL Halliburton Co. 0.11% 7,236 $210K No change
DE Deere & Co. 0.11% 499 $208K New
ABEV Ambev SA-ADR 0.11% 84,786 $207K Reduce -9.9%
EAT Brinker International Inc. 0.11% 2,652 $203K New
AVGO Broadcom Inc. 0.10% 1,160 $200K New
ETV Eaton Vance T/M Buy-Writ Opp 0.10% 13,200 $182K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.09% 12,500 $180K No change
NZF Nuveen Municipal Credit Inc. 0.09% 13,000 $170K No change
PMM Franklin Managed Municipal I 0.09% 25,850 $168K No change
CHGG Chegg Inc. 0.08% 88,597 $157K Add +37.7%
PR Permian Resources Corp. Class A 0.07% 10,000 $136K No change
JFR Nuveen Floating Rate Income 0.06% 13,070 $115K No change
NOK Nokia Corp.-Spon ADR 0.05% 20,000 $87K No change
CREATIVE MEDIA & CMNTY TR 0.01% 22,746 $11K New

Portfolio Sells Q2 2024 → Q3 2024
ET Energy Transfer LP Reduce -64.3% 0.38% −0.81
MSFT Microsoft Corp. Reduce -0.2% 4.44% −0.71
CVX Chevron Corp. Reduce -37.5% 0.68% −0.60
HSY The Hershey Co. Sold out 0.00% −0.38
TXN Texas Instruments Inc. Reduce -26.4% 0.86% −0.37
UPS United Parcel Service Class B Sold out 0.00% −0.36
GPC Genuine Parts Co. Sold out 0.00% −0.32
TROW T Rowe Price Group Inc. Sold out 0.00% −0.29
APD Air Products & Chemicals Inc. Reduce -68.7% 0.14% −0.28
MTDR Matador Resources Co. Reduce -4.7% 0.66% −0.27
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.0% 0.63% −0.23
SBUX Starbucks Corp. Reduce -53.6% 0.24% −0.22
GLD SPDR Gold Shares Reduce -62.5% 0.12% −0.20
URI United Rentals Inc. Sold out 0.00% −0.20
OKE Oneok Inc. Sold out 0.00% −0.18
ASML ASML Holding NV-NY Reg SHS Reduce -0.1% 0.49% −0.18
META Meta Platforms Inc. Class A Reduce -11.7% 1.58% −0.18
SLV iShares Silver Trust Sold out 0.00% −0.16
XLV SS Health Care Select Sector Reduce -22.5% 0.38% −0.14
QCOM Qualcomm Inc. Reduce -5.6% 0.30% −0.12
XLK SS Technology Select Sector Reduce -17.0% 0.32% −0.11
XLE SS Energy Select Sector Reduce -9.1% 0.39% −0.11
EWJ iShares MSCI Japan ETF Reduce -34.7% 0.16% −0.10
XLC SS Comm Select Sector SPDR Reduce -15.3% 0.33% −0.08
CGMU Cap Group Municipal Income Reduce -31.2% 0.13% −0.07
XLP SS Consumer Staples Sel Sect Reduce -10.8% 0.47% −0.07
XLF SS Financial Select Sector Reduce -16.4% 0.33% −0.07
DKS Dick's Sporting Goods Inc. Reduce -8.8% 0.26% −0.07
IEMG iShares Core MSCI Emerging Reduce -21.9% 0.19% −0.06
CGSD Cap Group Short Duration Reduce -2.2% 0.51% −0.06
IPG Interpublic Group of Cos Inc. Reduce -12.7% 0.32% −0.06
CGXU Cap Group Intl Focus Reduce -0.2% 0.79% −0.05
CGMS Cap Group US Multi-Sect Bond Reduce -1.1% 0.51% −0.05
XLY SS Consumer Disc Select Sect Reduce -10.4% 0.33% −0.04
XLI SS Industrial Select Sector Reduce -8.9% 0.40% −0.04
TGT Target Corp. Reduce -0.7% 0.55% −0.04
IWM iShares Russell 2000 ETF Reduce -19.2% 0.13% −0.04
XLB SS Materials Select Sector Reduce -6.7% 0.33% −0.03
TLT iShares 20+ Year Treasury BD Reduce -4.9% 0.30% −0.03
PEP Pepsico Inc. Reduce -0.1% 0.33% −0.03
XETYX Eaton Vance Tax-MGD Div Eqty Reduce -5.3% 0.16% −0.02
ABERDEEN ASIA PACIFIC INCOM Sold out 0.00% −0.02
COST Costco Wholesale Corp. Reduce -0.2% 0.26% −0.02
SMTH Alps SMTH Cor BD Plus ETF Reduce -2.5% 0.16% −0.02
USCI United States Commodity Inde Reduce -1.6% 0.12% −0.02
VGK Vanguard Ftse Europe ETF Reduce -2.0% 0.21% −0.01
CGDV Cap Group Dividend Value Reduce -2.1% 0.37% −0.01
ABEV Ambev SA-ADR Reduce -9.9% 0.11% −0.00
NXRT Nexpoint Residential Reduce -0.1% 0.56% −0.00
XLRE SS Real Estate Select Sector Reduce -3.5% 0.31% +0.00

Portfolio Buys Q2 2024 → Q3 2024
CGUS Cap Group Core Equity Add +24.4% 5.60% +0.88
SHV iShares 0-1 Year Treasury Bo New 0.74% +0.74
VNLA Janus Henderson Short Durati Add +33.3% 4.07% +0.70
BRK.B Berkshire Hathaway Inc. Class B Add +13.8% 4.54% +0.61
RIO Rio Tinto PLC-Spon ADR New 0.57% +0.57
CGGO Cap Group Global Growth Add +50.1% 2.06% +0.56
TSLA Tesla Inc. Add +2.4% 3.11% +0.55
CGBL Cap Group Core Balanced New 0.41% +0.41
JHG Janus Henderson Group PLC New 0.35% +0.35
RHI Robert Half Inc. New 0.35% +0.35
ADM Archer-Daniels-Midland Co. New 0.35% +0.35
VST Vistra Corp. Add +5.5% 1.37% +0.32
FANG Diamondback Energy Inc. New 0.32% +0.32
LRCX Lam Research Corp. New 0.30% +0.30
BBY Best Buy Co. Inc. New 0.27% +0.27
LMT Lockheed Martin Corp. Add +6.7% 0.88% +0.14
GEV GE Vernova Inc. Add +6.2% 0.41% +0.12
IBM Intl Business Machines Corp. Add +10.5% 0.53% +0.11
CSCO Cisco Systems Inc. New 0.11% +0.11
DE Deere & Co. New 0.11% +0.11
CAT Caterpillar Inc. Add +10.7% 0.75% +0.11
EAT Brinker International Inc. New 0.11% +0.11
AVGO Broadcom Inc. New 0.10% +0.10
VZ Verizon Communications Inc. Add +14.1% 0.98% +0.10
WMT Walmart Inc. Add +3.5% 1.02% +0.10
SRE Sempra Add +29.2% 0.43% +0.09
GE General Electric Add +1.6% 1.09% +0.08
AXP American Express Co. Add +12.0% 0.52% +0.08
JNJ Johnson & Johnson Add +6.3% 1.40% +0.08
UNH Unitedhealth Group Inc. Add +6.0% 0.88% +0.07
VICI Vici Properties Inc. Add +16.0% 0.37% +0.06
NXDT Nexpoint Diversified Real Es Add +16.1% 0.38% +0.06
PEG Public Service Enterprise GP Add +3.0% 0.48% +0.05
TEVA Teva Pharmaceutical-SP ADR Add +3.8% 1.44% +0.04
BHP BHP Group Ltd.-Spon ADR Add +19.5% 0.31% +0.04
GEHC GE Healthcare Technology Add +8.2% 0.25% +0.04
ABBV Abbvie Inc. Add +0.1% 1.07% +0.04
CRM Salesforce Inc. Add +12.4% 0.47% +0.03
TSN Tyson Foods Inc. Class A Add +18.4% 0.33% +0.03
HD Home Depot Inc. Add +0.2% 0.56% +0.03
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.6% 0.39% +0.03
FSLR First Solar Inc. Add +1.9% 2.44% +0.03
CGGR Cap Group Growth Equity Add +6.2% 3.06% +0.02
MO Altria Group Inc. Add +2.3% 0.70% +0.02
ANET Arista Networks Inc. Add +10.1% 0.18% +0.01
ABT Abbott Laboratories Add +3.1% 0.79% +0.01
ADP Automatic Data Processing Add +0.1% 0.25% +0.01
NKE Nike Inc. Class B Add +0.1% 0.16% +0.01
EPD Enterprise Products Partners Add +12.8% 0.45% +0.01
CREATIVE MEDIA & CMNTY TR New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 182$272.5MAAPL, CGUS, BRK.B, VNLA, CGGR
Q1 2026 172$243.9MAAPL, CGUS, VNLA, BRK.B, TSLA
Q4 2025 173$242.2MAAPL, CGUS, BRK.B, TSLA, MSFT
Q3 2025 167$233.9MAAPL, CGUS, BRK.B, MSFT, TSLA
Q2 2025 161$217.9MAAPL, VNLA, CGUS, BRK.B, MSFT
Q1 2025 158$206.0MAAPL, BRK.B, CGUS, VNLA, MSFT
Q4 2024 156$203.7MAAPL, CGUS, VNLA, TSLA, BRK.B
Q3 2024 157$191.8MAAPL, CGUS, BRK.B, MSFT, VNLA
Q2 2024 151$172.0MAAPL, MSFT, CGUS, BRK.B, VNLA
Q1 2024 149$152.4MAAPL, MSFT, CGUS, BRK.B, CGGR